However, given the high spending levels, is the market endorsing a sustainable AI moat or merely pursuing a capital-heavy fantasy?

Meta's spending plans sound like great news for this neocloud stock.

Meta stock jumped after Q4 earnings showed AI-driven ad growth is paying off, easing fears that Meta’s AI push will repeat ...

Meta built its recent reputation in artificial intelligence on a loud promise of openness, positioning itself as the industry ...

Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta ...

Meta's stock pop following the company's latest earnings beat is a sign that investors are OK with hefty AI spending as long as the core business stays strong.

Meta’s earnings beat expectations, but investors question whether its $135 billion AI push will pay off after metaverse losses and rising competition.

An AI-Integrated Product Suite: Significant investment is flowing into proprietary Large Language Models and AI features designed to operate across all of Meta's services. AI-Enabled Wearables: ...

META’s AI monetization is driving 24% YoY revenue growth and stronger earnings. Click for more on META and MSFT.

Meta's Secret Weapon in the AI Race? All Your Personal Data ...

Meta reported a 24% increase in revenue year-over-year for its fourth quarter. Its earnings per share also outpaced Wall ...